Telesales Associate

Posted 22 Days Ago
Be an Early Applicant
Hiring Remotely in Philippines
Remote
Junior
Fintech • Financial Services
The Role
Contact and convert marketing or referral leads via calls/video, perform eKYC video verifications and documentation, maintain CRM records, meet individual deposit/sales targets, follow compliance protocols, and hand over high-net-worth leads to Relationship Managers.
Summary Generated by Built In

Salmon – Who We Are and What We Do
Salmon is a rapidly growing consumer fintech group, founded in July 2022 with the vision of building the leading credit-led neobank in Southeast Asia. We chose the Philippines as our launch market and are now a licensed consumer lending company, currently working toward securing a full banking license (subject to BSP approval).
Salmon was established by three co-founders who previously built and held senior leadership roles at Tinkoff, a highly successful, tech-driven bank that achieved a market capitalization of over US$20 billion.
Our team is composed of world-class finance and technology professionals from across the globe. We are backed by premier investors, including the International Finance Corporation (IFC) — a member of the World Bank Group, ADQ — a sovereign investment company of the Government of Abu Dhabi, and other leading fintech investors.
At Salmon, we are building a technology-driven financial platform designed to operate seamlessly 24/7/365. Our mission is to create thousands of jobs and provide millions of Filipinos with reliable, high-quality access to financial services. We invite you to be part of this journey as we shape the future of finance together.
About the Role – Telesales Associate
The Telesales Associate will engage with potential clients, nurturing leads generated through performance marketing or referrals to close sales or seamlessly transition leads to Relationship Managers. They will play a vital role in eKYC processes and help achieve deposit targets.
Key Responsibilities

  1. Lead Engagement and Conversion

    • Contact leads via calls or video calls and present product offerings effectively.

    • Conduct eKYC video calls and ensure accurate documentation.

    • Close leads independently or coordinate handovers to RMs for high-net-worth clients.

  2. CRM and Process Adherence

    • Maintain accurate records of all client interactions and progress using the CRM tool.

    • Adhere to compliance protocols and ensure all activities meet banking regulations.

  3. Performance and Collaboration

    • Achieve individual sales targets and contribute to team goals.

    • Provide feedback to the Team Leader on lead quality and conversion opportunities.

  4. Customer Service Excellence

    • Build strong rapport with clients, addressing inquiries and concerns professionally.

    • Uphold a high standard of customer service to enhance client trust and satisfaction.

Qualifications

  • Previous experience in telesales or customer-facing roles, preferably in banking or finance.

  • Strong communication and persuasion skills.

  • Ability to work with CRM tools, with familiarity in Jira being a plus.

  • Knowledge of KYC requirements is an advantage.

  • Results-driven, organized, and adaptable to a fast-paced environment

Skills Required

  • Previous experience in telesales or customer-facing roles
  • Experience in banking or finance
  • Strong communication and persuasion skills
  • Ability to work with CRM tools
  • Familiarity with Jira
  • Knowledge of KYC requirements
  • Experience conducting eKYC video calls and ensuring accurate documentation
  • Results-driven, organized, and adaptable to a fast-paced environment
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The Company
1,189 Employees
Year Founded: 2022

What We Do

Salmon Group Ltd is a financial technology company serving Filipino consumers with modern, inclusive financial services. Its platform combines technology, product design, security, data analytics and customer care to make finance easier to access. Salmon offers consumer-focused products including short-term loans and digital banking services, with the broader mission of improving convenience, affordability and financial inclusion while operating securely around the clock.

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